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CFFP #41 - True Holistic Planning ft. George Kinder

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Manage episode 317386752 series 2434430
Content provided by Dominique Henderson, CFP® and Dominique Henderson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dominique Henderson, CFP® and Dominique Henderson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have George Kinder internationally recognized as the father of the Life Planning movement. He’s revolutionized financial advice for over 30 years by training thousands of professionals in 30 countries in the field of financial Life Planning through the Kinder Institute of Life Planning.

In our discussion we talked about:

🎙️ What defines financial planning?

🎙️ What is meant by the term “holistic”?
🎙️ How does one become a complete planner?

🎙️ What’s next for the planning profession?

Resources:

Are you a current or aspiring financial professional? Click here to join the Jumpstart community!
Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

  continue reading

278 episodes

Artwork
iconShare
 
Manage episode 317386752 series 2434430
Content provided by Dominique Henderson, CFP® and Dominique Henderson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dominique Henderson, CFP® and Dominique Henderson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have George Kinder internationally recognized as the father of the Life Planning movement. He’s revolutionized financial advice for over 30 years by training thousands of professionals in 30 countries in the field of financial Life Planning through the Kinder Institute of Life Planning.

In our discussion we talked about:

🎙️ What defines financial planning?

🎙️ What is meant by the term “holistic”?
🎙️ How does one become a complete planner?

🎙️ What’s next for the planning profession?

Resources:

Are you a current or aspiring financial professional? Click here to join the Jumpstart community!
Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Please leave a review right now, click here.

Thanks again for listening, reading, and watching!

  continue reading

278 episodes

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